C
CPAsset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,766,821
Total clients
11
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$2,706,075
About
The firm provides investment supervisory services to high net worth individuals, trusts, and estates, managing separately managed accounts on both a discretionary and occasional non-discretionary basis. It operates as a single-advisor practice with a small client base and manages roughly $29.8 million in discretionary assets.
Investment programs are tailored to each client’s stated objectives, using a mix of fundamental and technical analysis and both long- and short-term purchase strategies as appropriate. Accounts are monitored on an ongoing basis with regular quarterly reviews, and the firm will accept written client-imposed restrictions and limited authority to execute trades.
A distinguishing feature is the firm’s affiliation with accounting services: the principal holds CPA and Personal Financial Specialist credentials and provides a modest amount of business and consulting work to clients, which can inform tax and planning considerations. The firm also does not sponsor wrap-fee programs, does not vote client proxies, and does not aggregate trades, giving it an operational profile that differs from many larger independent peers.
Client services
Portfolio management
Expertise
Wealth management
General retirement planning
Fee options
up to 1.0% annually
Account minimum: $250,000 Fee-only: Up to 1% of assets under management annually
Main office location
CPAsset Management, Inc.
Newton MA, United States
Number of offices
1
Most active in
CPAsset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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